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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Edelman Financial Enginesedelmanfinancialengines.com  SGMK ER |
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm that has served more than 1.24 | Santa Clara, California | 1001-5000 | — |
Clohcloh.net |
Wilson, North Carolina | 1001-5000 | — | |
Afortus Financialafortus.com  AG MP CM |
Afortus Financial is a Utah-based financial services firm that helps individuals and families achieve financial independence throu | South Jordan, Utah | 51-200 | — |
Abundancellcabundancellc.com  AM FRTC |
Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfe | State College, Pennsylvania | 11-50 | — |
Intwealthmgtintwealthmgt.com |
Foundation Wealth Management is a fee-only, fiduciary financial planning firm serving clients across Pennsylvania and Delaware wit | Wilmington, Delaware | 51-200 | — |
Arca Archa LLCarcaarcha.com |
Arca Archa LLC is a Philadelphia-based Registered Investment Advisor founded in 2007 that provides asset management, financial pla | Elkins Park, Pennsylvania | 1-10 | — |
Adams-Mooreadams-moore.com |
Adams-Moore is a financial services firm founded in 1999 and based in Charlotte, North Carolina, that provides financial planning | Charlotte, North Carolina | 1-10 | — |
Awm123awm123.com |
Anderson Wealth Management is a fiduciary investment advisory firm in Red Bank, New Jersey, providing investment management and re | Red Bank, New Jersey | 1-10 | — |
Abundo Wealthabundowealth.com  EB ES |
Abundo Wealth is an Advice-Only comprehensive financial planning firm that provides ongoing financial planning at a low cost and w | Virtual, Minnesota | 11-50 | — |
ActiTrustactitrust.com  AJ |
ActiTrust is a financial advisory firm based in Plantation, Florida, founded in 2016 with 1-10 employees, that helps clients build | Plantation, Florida | 1-10 | — |
Arborbrookconsultantsarborbrookconsultants.com |
ArborBrook is a management consulting and financial advisory firm that provides guidance to businesses, families, and individuals | Destin, Florida | 1-10 | — |
Altus360altus360.com |
Altus Wealth Management is a woman-owned, women-operated wealth management firm based in Albuquerque, New Mexico, offering financi | Albuquerque, New Mexico | 1-10 | — |
Asgretireasgretire.com SL  CKCK |
ASG Investment Management, LLC, a division of C2 Private Wealth, is a fee-based financial planning firm focused on retirement inco | Renfrew, Pennsylvania | 11-50 | — |
9258 Wealth Management, LLC9258wealth.com |
9258 Wealth Management, LLC is a Cincinnati, Ohio wealth management firm founded in 2018 that provides tailored wealth management | Cincinnati, Ohio | 11-50 | — |
360 Financial360financial.net  ALTF JV |
360 Financial is a Minneapolis-area wealth management and financial advisory firm founded in 1995, offering holistic wealth planni | Wayzata, Minnesota | 11-50 | — |
401Kgps401kgps.com |
401K GPS is a financial services firm that provides a web-based platform delivering 401(k) investment allocation recommendations t | Brighton, Michigan | 1-10 | — |
Alaska Trust Companyalaskatrust.com |
Alaska Trust Company is an Anchorage-based financial services firm founded in 1997. Based on its name and domain, it is likely foc | Anchorage, Alaska | 51-200 | — |
Aim Rpsaim-rps.com |
Advantage Investment Management (AIM), a Louisville, Kentucky Registered Investment Advisor founded in 2005, provides investment m | Louisville, Kentucky | 1-10 | — |
Advanced Wealth Management Groupadvancedwealth.com |
Advanced Wealth Management Group is a wealth management firm based in Minneapolis, Minnesota, offering investment management, reti | Minneapolis, Minnesota | 1-10 | — |
All Star Financialallstarfinancial.com |
All Star Financial is a registered investment adviser (RIA) based in Minneapolis, Minnesota, founded in 1990 with 11-50 employees, | Minneapolis, Minnesota | 11-50 | — |
Abich Financial Servicesabichfinancial.com |
Abich Financial Services is a full-service fiduciary retirement planning firm serving families ages 55-75, providing both investme | Ashburn, Virginia | 11-50 | — |
Affiance Financialaffiancefinancial.com |
Affiance Financial is an independent financial planning firm based in the Minneapolis area that provides personalized financial pl | St. Louis Park, Minnesota | 11-50 | — |
Allegheny Financial Groupalleghenyfinancial.com |
Allegheny Financial Group is an SEC-registered investment advisory firm founded in 1976 in Pittsburgh, Pennsylvania, that provides | Pittsburgh, Pennsylvania | 51-200 | — |
Applied Advisorappliedadvisor.com |
Applied Advisor is a fee-only, hourly-rate financial planning firm founded in 2003 in San Francisco, California, that provides ret | San Francisco, California | 1-10 | — |
Accelerated Wealthacceleratedwealth.com |
Accelerated Wealth is a Colorado Springs financial planning firm that designs retirement and estate strategies for families transi | Colorado Springs, Colorado | 11-50 | — |
Alignmywealthalignmywealth.com |
Edelman Financial Engines is a financial planning firm operating from an office at 13921 Quail Pointe Drive in north Oklahoma City | Oklahoma City, Oklahoma | 1-10 | — |
AllGen Financial Advisorsallgenfinancial.com |
AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm in Orlando, Florida, offering | Orlando, Florida | 11-50 | — |
Alpha Wealth Advisorsalphawealthadvisors.com |
Alpha Wealth Advisors is a full-service financial advisory firm based in Richmond, Virginia, managing more than $450M in assets un | Glen Allen, Virginia | 1-10 | — |
Aplubranoaplubrano.com |
APL is a financial advisory firm founded in 1989 by Anthony P. Lubra, offering personalized financial planning and risk management | Paoli, Pennsylvania | 11-50 | — |
Acumen Financial Advisorsacumenfinancial.com |
Acumen Financial Advisors is a financial services firm based in Bloomington, Minnesota, offering investment management, retirement | Bloomington, Minnesota | 1-10 | — |
| Run live for more | ||||
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm that has served more than 1.24 million clients and managed $326 billion in assets as of December 31, 2025. Through 146+ locations, it pairs financial planners with patented technology to deliver financial planning, retirement planning, investment management, insurance guidance, and tax planning across the U.S.
Companies like Edelman Financial Engines include Cloh, Afortus Financial, Abundancellc, Intwealthmgt, Arca Archa LLC. See the full list of 14 competitors and alternatives above.
Edelman Financial Engines has approximately 1001-5000 employees and is in the Financial Services industry.
Edelman Financial Engines is headquartered in Santa Clara, California.
Edelman Financial Engines operates in the Financial Services industry.
Key decision-makers and buying contacts at Edelman Financial Engines are listed above, including leaders across executive, finance, sales and operations.